Cloudflare

“Where I think we can play a role is when you have either a large content provider trying to make a deal with all of the AI startups that are out there, which they really do want to do, and they want to do it in a way that scales, but they can't do one-off deal…”

“Someone almost hacked or stole our domain at some point as a way of hacking into us. So the next thing you know, we built our own registrar.”

“80% of the major AI companies are Cloudflare customers.”

“We will probably compete in that. Agentic infrastructure space.”

“The data that we have also substantiates that and shows that compared with 10 years ago, it's become 10 times harder for the same piece of content to get a click from Google than it was before.”

“I mean, we do something like 15 trillion requests every day”

“So, you know, watch our blog, and I have a feeling that some prominent AI companies that are misbehaving are Can get called out pretty soon.”

“And so what we did on July first was we announced what we called the Content Independence Day, where you could actually have independence from these AI companies. And we, for free, across all of our customers, whether they paid us or they didn't pay us, we sta…”

“We believe that a lot of inference is going to happen on your end device, but there will always be some model which is too big or too resource intensive. And in that case, the next best place to run it is going to be on at the inside the network at the edge.”

“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”